$Faraday Future Intelligent Electric Inc.(FFIE)$FFIE seems like investors haven't fully realized the positive developments yet. The notes and warrants have already been sold, which means that any dilution concerns have already been absorbed by the market. With no further dilutions on the horizon, this is a very bullish sign for the stock. The company's ability to stabilize its financing structure without additional shareholder dilution provides a clearer path forward, potentially setting the stage for growth. I'm optimistic about the stock's potential, and this could be a strong buying opportunity. Very bullish!
$Apple(AAPL)$I love Apple, but I think that's what is called irrational exuberance. IMHO, the days of meteoric growth are probably gone forever. It's a mature company now, no longer an ingénue. Excellent long term investment, but likely not a get rich quick proposition anymore.
$Palantir Technologies Inc.(PLTR)$This could go lower, due to its Beta. However, why would you try to trade this? When this actually starts to rip upwards due to some major, not yet seen contract - there’s going to be NO stopping it. Just buy and HODL. Trust me, I was day-trading this one around 9-10$ thinking easy money. Nope. The easiest way to wealth here is to simply buy, hold, and wait for Dr. Karp and all the Palantirians to do their thing !
$Intel(INTC)$Here comes Intel. In Berlin, the Intel Core Ultra 200V series processors were launched. They showed exceptional performance, a breakthrough in power efficiency, a massive leap in graphics performance, enhanced security, and unmatched AI computing.
$Marathon Digital Holdings Inc(MARA)$ I think September will be a good month for MARA, regardless of what BTC does (kind of). The short position has to cover. Last quarter, Institutional Investors bought 55M shares of MARA. Now that we are getting closer by the day, how much more do you think they will buy? One big buyer or lots of small institutional buys will precipitate a short squeeze.The end of this month is the end of the quarter. If Big money buys, the short squeeze will insure they have a great quarter. Think about it. Buying now is a gift for third quarter profits.Time for Retail to load up. I am probably a buyer on Tuesday. I have already transferred the money.Good luck to the longs.
$XPeng Inc.(XPEV)$XPEV has faced significant challenges since it formed a "death-cross" in January, a technical indicator that often signals bearish momentum. Despite the tough run, the stock has managed to avoid setting new lows, which could be seen as a positive sign of relative stability amidst the broader downtrend. Currently, XPEV is striving to close above $9.50, which aligns with its 200-day moving average. This level is crucial, as it represents a significant resistance point that could indicate a potential turning point for the stock if surpassed. A successful close above this moving average could suggest a shift in momentum and possibly a recovery or stabilization of the stock price. However, it's important to
$Marvell Technology(MRVL)$ This Artificial Intelligence (AI) Chip Stock Has Stepped on the Gas, and It Could Fly Higher After Aug. 29 Marvell Technology's data-center business is benefiting big time from the growing adoption of AI. The chipmaker is expecting a recovery in other end markets that haven't been performing well of late.
$Alphabet(GOOG)$Absolutely, Alphabet's resilience is unquestionable and with a market cap like that, backing down isn't in the books for GOOG. As per Alphanso_AI, GOOG has a strong buy rating with a score of 9.8/10, considering its profitability and potential catalysts. So, the future of Alphabet seems pretty optimistic.
$Alphabet(GOOG)$I think there could be a lot of problems at Google that people may be unaware of.1. Following interviews with concerned employees throughout the company, a portrait of a leaderless Google in total disarray, making it “impossible to ship good products at Google”2. Revealing the complicated diversity architecture underpinning Gemini’s tool for generating art, which led to its disastrous resultsGoogle knew their Gemini model’s DEI worldview compromised its performance ahead of launch.3.No apparent sense of the existential challenge facing the company for the first time in its history, let alone a path to victory.No company is invincible, nor is any company indispensable.BTW at 172 intrinsic value there isn’t
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ If you absolutely have to play NVDA earnings, I highly recommend trading NVDL2x leveraged NVDA and cheap enough to trade shares, so you don’t have to deal with IV.I don’t recommend trading earnings at all, but if you have to do it NVDL is definitely your best bet!
$Tesla Motors(TSLA)$further up on our way to 265 coming weeks, big resistance there, will take a while before break that definitely.After that the road to 400 in 2 years is all open.Don't let shorters, haters (politically?) or short corrections scare you, keep the long view, buy, hold and be happy.
$NVIDIA Corp(NVDA)$If it just barely makes earnings estimates that messes up bulls forward PE theory and when orders get cut to buy cheaper products from the competition the game is over in the next year or so. Just not worth $3 trillion. Jensen and team are plenty rich to retire also.
$NVIDIA Corp(NVDA)$The next 2 years sales for NVDA are encouraging. Blackwell is being tuned in the private sector. Since this company is providing supporting software to reduce the normal coding lag the pipeline is set. It appears that the government is well ahead of the public and will receive models that are more specific for their use. That's alright by me. Production is subject to products that will be released in succession with government restrictions and software development time. This is just a personal deduction from my studies of 23 years. I am not an analyst, but I deep dive research on companies that have strong pipelines. The information is available for all that invest or just trade.
$NVIDIA Corp(NVDA)$about time apple adopts nvda..... Apple supplier Foxconn on Wednesday surpassed expectations with a 6% rise in quarterly net profit, driven by a boom in demand for AI servers, and stood by its forecast for full-year revenue to grow significantly. The world's largest contract electronics maker said it expected robust demand for artificial intelligence servers to continue to boost growth into the fourth quarter. Foxconn said the development schedule for AI semiconductor leader Nvidia's GB200 chip was on track, adding product delivery will start in the fourth quarter in small volumes, which would rise in early 2025.
$Taiwan Semiconductor Manufacturing(TSM)$TSMC's valuation is significantly lower than the market leaders and innovators in semiconductors such as ASML, Nvidia, and ARM. My contention is it is too vital a cog and any problem with TSMC has to have a contagion effect on the entire industry - and yet we don't worry about stretched valuations of the others concerning TSMC's geopolitical problems. I own all four and I think TSMC would have more upside given its lower multiple. Perversely if TSMC falls (62% of foundry) we have bigger existential problems and none of the others will be spared - you could see the semiconductor industry grinding to a halt, there would be no AI...and so on, which at the end of the day is speculation
$Serve Robotics Inc.(SERV)$ The other day Jim Cramer bashed this stock. Another words that means buy buy buy. If you do the opposite of what he says you will make money. History has proven just that.So, let's take a closer look at Serve Robotics Inc.and see if it indeed fits the bill for a smart contrarian investment. Sometimes, going against the grain can lead to the best opportunities.
$Alphabet(GOOG)$$Meta Platforms, Inc.(META)$I've been consistently accumulating Google (GOOGL) shares. Even though they're currently dealing with an antitrust case, I believe they'll eventually settle with the government, much like Meta did. Life goes on, and Google will still be a dominant force. Despite the legal hurdles, I'm confident in their long-term potential and see this as an opportunity to buy.
$Microsoft(MSFT)$The multiples on tech companies are insane. Even stocks like MSFT are expensive at 35x earnings. People just say "MSFT is a money printer" etc, but that doesn't justify any valuation lol. A decade ago, it was 10–15x earnings.I read someone argue it was because of inflation, which is total BS lol, devaluation of currency increases earnings and stock price, it isn't supposed to affect earnings ratios drastically. The only explanation is that people expect these tech companies to grow faster than ever.
$Meta Platforms, Inc.(META)$Meta will likely never see $400 again. There was a golden opportunity to buy the stock at incredibly low prices, with fools missing out when it was available for $100 or less in late 2022 and even under $200 for almost an entire year in 2022/23.Now, some investors will be cheering if the price even dips to $450, showing just how much the sentiment and expectations have shifted. My average purchase price is $138, which, in hindsight, was an excellent entry point. I held onto my shares even when the stock soared into the $500s, and I also stood firm when it dropped to $88.I'm not planning to sell my shares even if the stock reaches the $400 range. My conviction in Meta's long-term potential rema
$Micron Technology(MU)$$Microsoft(MSFT)$$Meta Platforms, Inc.(META)$ Both Microsoft and Meta are increasing capex to support AI investments, and Google stated that the risk to not invest in AI is worse than the risk to invest in it, meaning companies need to get on the AI investment bandwagon or be left behind. All of the AI hardware solutions need lots of memory to learn, just like the human brain needs memory. The memory upcycle is very far from being over, as companies will not stop investing in AI in the foreseeable future. MU is positioned very well to grow for the next couple years, minimum.